MarginIQ — Know your margin

MarginIQ

Know your margin.

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Home Jobs Add Review On Hold Transactions Report

Clients Usage Integrations Diagnostics

Margin by Job

Costs by Category

Jobs

Add a cost

Type a cost in plain English, or snap a photo of a receipt or invoice. The AI extracts it; anything it isn't sure about appears below to confirm.

Describe the cost

Upload receipt or invoice

MarginIQ AI is reading your receipt…

New job

Job ID

Customer ID

Customer address *

Customer name

Service / Job type *

Title

Status

Units (unit)

Contract value ($) *

Use a negative amount to remove scope from this job.

Project Start Date

Completed Date *

The day the work actually finished — not today's date.

New client

Company name

Owner name

Owner email

Owner password

Journal entries / month

Seat limit

Status

Generate API Key

Label (optional)

Change password

Your name

Old Password

New Password

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Help Manual

Pull from ServiceMinder

Enter the ServiceMinder Proposal ID to import job details automatically.

Proposal ID

Resync with ServiceMinder

Re-reads every job's proposal in ServiceMinder and reports where the contract value here no longer matches — a proposal that was edited after the job was created, or a change order raised in ServiceMinder that was never added here.

Nothing is changed automatically. You review each difference and choose whether to apply it.

Checking…

Resync customer info

Looks up the customer on each job's ServiceMinder proposal and fills in the customer name and ID wherever they are missing.

Only empty fields are filled. If a job already has a name or ID that disagrees with ServiceMinder, it is listed for you to decide.

Checking…